Dashboards · records as of 2026-07-23

Sales dashboard

The team's year to date, its pipeline, and each seller against their own goal.

2026 so far

Year-to-date goal = the monthly goals for January–June, plus 74% of the July goal (23 of 31 days).

Won year to date

$647K

62 deals

Year-to-date goal

$978K

66% reached

Open pipeline

$4.20M

267 deals · 135 carry an amount

Coverage

1.95×

required 7.4× by the team's win rate

The team has won 66% of its year-to-date goal. 3 of 9 sellers with a goal so far are at 90% or better.

Won each month against the plan

Jan

$131K

Feb

$59K

Mar

$110K

Apr

$41K

May

$123K

Jun

$107K

Jul (to date)

$77K

Bar: won. ▏ Line: that month's plan. July is month to date.

Open pipeline by stage

267 open deals

1 · Connect

145 · $1.22M

2 · Needs Audit

34 · $620K

3 · Documents & Quote

46 · $1.38M

Preliminary Pricing

18 · $474K

4 · Solution Presentation

8 · $167K

5 · Closing

16 · $336K

Dollars count only deals that carry an amount. In Connect, 30 of 145 do.

Forecast board

Same rule as thing 8

158

Red 158Yellow 93Green 16

Red: close date past, pushed 2+ times, or no activity in 30 days. Green: a dated next step ahead and activity in the last 7 days. Yellow: everything else.

Each seller against their own goal

Year to date

Seller	Won	Goal to date	Reached	Open deals	Open $	Pipeline ÷ rest of year	Healthy	Red · Yellow · Green
Val Rasmussen	$256K	$225K	114%	34	$561K	2.3×	21%	20 · 10 · 4
Tatum Ingram	$112K	$90K	125%	16	$843K	9.6×	38%	6 · 5 · 5
Onyx Gutierrez	$72K	$90K	80%	58	$384K	3.0×	0%	28 · 30 · 0
Cove Abernathy	$50K	$135K	37%	58	$886K	3.6×	5%	47 · 11 · 0
Emery Kettering	$48K	$158K	30%	21	$294K	1.0×	5%	16 · 4 · 1
Oakley Delacroix	$41K	$135K	30%	20	$486K	1.9×	20%	7 · 13 · 0
Cyd Northcote	$31K	$68K	45%	17	$317K	2.7×	29%	11 · 2 · 4
Marlo Eberhardt	$28K	$68K	41%	19	$196K	1.6×	11%	6 · 11 · 2
Greer Quintero · started mid-year	$9,200	$8,829	104%	17	$223K	1.6×	6%	13 · 4 · 0
Casey Montague · started mid-year	$0	$0	no goal yet	5	$0	0.0×	0%	3 · 2 · 0

Pipeline ÷ rest of year = open pipeline ÷ (the seller's annual goal minus what they've won). The scorecard's coverage cell uses the goal still to come by month instead, so the two can differ. Healthy = share of their open deals passing all seven hygiene rules. Not shown: Avery Holloway, Open seat #1, Open seat #2, Open seat #3 (no goal before August and no open deals). Owners without a 2026 goal won $1 on 1 deal and hold 2 open deals; they're in the team totals.